See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,028 | $102,604+191.4% | $86,188+247.0% | $139,434+114.5% |
| Participation rate | 57.1% | 74.5%-17.4pp | 69.0%-11.8pp | 80.3%-23.2pp |
| Annual return | 9.60% | 1922.51%-1912.9pp | 1168.45%-1158.8pp | 372.94%-363.3pp |
| Employer contribution / active EE | $2,329 | $3,032-23.2% | $2,380-2.1% | $4,751-51.0% |
| Participant deferral / active EE | $8,516 | $4,676+82.1% | $3,985+113.7% | $6,710+26.9% |
| Admin fee / account holder | $10 | $8,657-99.9% | $6,852-99.9% | $11,403-99.9% |